Best WealthTrace Alternatives in 2026
Updated
20 platforms from financial planning software ranked against WealthTrace on the same published basis.
- 1WealthTrace vs Pocket Risk
- 2WealthTrace vs Boldin
- 3WealthTrace vs ProjectionLab
- 4WealthTrace vs Conquest
- 5WealthTrace vs EVPro
- 6WealthTrace vs myprosperity
- 7WealthTrace vs AstuteWheel
- 8WealthTrace vs Betterment
- 9WealthTrace vs FE CashCalc
- 10WealthTrace vs Elements
- 11WealthTrace vs MaxiFi
- 12WealthTrace vs MoneyGuide
- 13WealthTrace vs MyOwnFP
- 14WealthTrace vs MyPlan
- 15WealthTrace vs eMoney Advisor
- 16WealthTrace vs NaviPlan
- 17WealthTrace vs RightCapital
- 18WealthTrace vs Scenarios
- 19WealthTrace vs FinCalc
- 20WealthTrace vs Voyant
WealthTrace alternatives compared
| # | Platform | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Pocket Risk | 7.8 | No | — | Android, iOS, Web |
| 2 | Boldin | 7.7 | Free plan | $12/mo | Android, iOS, Web |
| 3 | ProjectionLab | 7.7 | Free plan | $10.75/mo | Android, API, iOS, Web |
| 4 | Conquest | 7.6 | No | — | API, Web |
| 5 | EVPro | 7.3 | No | — | Android, iOS, Mac, Web, Windows |
| 6 | myprosperity | 7.3 | Free plan | A$14.95/mo | Android, iOS, Web |
| 7 | AstuteWheel | 7.2 | No | A$25/mo | Web |
| 8 | Betterment | 7.2 | Free plan | $0.05/mo | Android, iOS, Web |
| 9 | FE CashCalc | 7.2 | No | £80/mo | Android, iOS, Web |
| 10 | Elements | 7.1 | Free plan | $149/mo | Android, iOS, Web |
| 11 | MaxiFi | 7.1 | No | $12.42/mo | Android, iOS, Linux, Mac, Web, Windows |
| 12 | MoneyGuide | 7.1 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 13 | MyOwnFP | 7.0 | Free plan | $3.33/mo | Web |
| 14 | MyPlan | 7.0 | Free plan | Free | Web |
| 15 | eMoney Advisor | 6.9 | No | — | Android, API, iOS, Web |
| 16 | NaviPlan | 6.9 | No | — | Web |
| 17 | RightCapital | 6.9 | No | $12.50/mo | Android, iOS, Web |
| 18 | Scenarios | 6.9 | Free plan | £60.50/mo | Web |
| 19 | FinCalc | 6.8 | No | — | API, Web |
| 20 | Voyant | 6.8 | No | $3/mo | Web |
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Questions about WealthTrace alternatives
What is the best alternative to WealthTrace?
Pocket Risk, number 1 in financial planning software with a score of 7.8 out of 10. The others here: Boldin, ProjectionLab, Conquest and 16 more.
What is the best free alternative to WealthTrace?
Boldin is the best-ranked alternative with a free plan. 8 of the 20 alternatives here publish a free plan on their own pricing pages.
How are these alternatives ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.